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Bradford John Jakel

401k Investment Professionals

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About Bradford John Jakel

Bradford John Jakel is an investment advisor representative at 401k Investment Professionals. Bradford has been in the industry since 1993 and has a wide range of experience in financial planning, portfolio management for individuals, and pension consulting. Bradford is also a licensed insurance agent and may offer clients insurance products.

Firm Information

Bradford Jakel is currently registered with 401k Investment Professionals. 401k Investment Professionals is a registered investment advisor based in Waunakee, WI, specializing in financial planning and portfolio management for individuals, pension and profit-sharing plans, and other clients. The firm manages approximately $311 million in assets for 131 clients. They are registered with the SEC.
401k Investment Professionals

114 E. MAIN ST.

WAUNAKEE, WI 53597

$311.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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Bradford Jakel’s Registration & Firm History

WI

10/13/2017 - Present

401k Investment Professionals (WAUNAKEE WI)

WI

04/07/2003 - 11/10/2017

PACKERLAND BROKERAGE SERVICES, INC. (MADISON WI)

NY

04/06/1993 - 04/12/2003

AXA ADVISORS, LLC (NEW YORK NY)

NY

04/06/1993 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/11/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradford John Jakel.
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